Head Of Global Finance

4 weeks ago

Sydney, New South Wales, Australia Buscojobs Full time
Head Of Global Finance jobs in New South Wales
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Office Manager (Finance & Insurance)
Seven Hills, New South Wales Rate: Beat Mortgage Pty Ltd T/A FLI Group
Posted 22 days ago
Job Description
Job Title: Office Manager (Finance & Insurance)
Location: Seven Hills-2147 (NSW)
Reports To: Director or General Manager
Employment Type: Full-Time
Salary: $75,000-$85,000 + Superannuation
Job Overview:
We are seeking an experienced and highly organized Office Manager to oversee daily operations and administrative functions within our finance and insurance broking business.
The ideal candidate will coordinate between teams, ensure compliance, streamline processes, and support both Australian and offshore staff.
You will play a key role in keeping the business running efficiently and professionally.
Key Responsibilities:

General Office Administration

Manage day-to-day office operations across finance, insurance, and support teams.
Act as the primary liaison between the Australian office and Indian KPO staff.
Maintain calendars, schedules, and staff task trackers.
Oversee document control, file management, and client record accuracy.

Team & Workflow Management

Allocate tasks to admin and operations staff.
Monitor workload and ensure deadlines are met (e.g., renewals, settlements, client submissions).
Assist with onboarding, training, and performance support of internal teams.
Coordinate leave requests, timesheets, and team communication tools (e.g., Zoho People).

Compliance & Quality Control

Ensure processes follow AFCA, ASIC, and industry standards (Tier 1, MFAA/NCCP, FOS).
Review client files for completeness and compliance before submission.
Track key deadlines (insurance renewals, loan lodgments, etc.) and flag risks.

Client Support & Relationship Management

Act as a point of contact for escalated client issues.
Oversee service delivery standards and ensure a seamless client experience.
Ensure timely issuance of insurance certificates, finance application updates, and documentation.

Software & Systems Oversight

Administer core tools such as Zoho CRM, Zoho People, Xero, and CRM portals (e.g., Apply Online, Steadfast).
Monitor workflows, update templates, and recommend automation improvements.
Support digital onboarding, e-signatures, and integrations with partners.

Key Requirements:

3 years experience in office management or operations role (preferably in finance or insurance).
Strong understanding of financial services, insurance broking, or mortgage processes.
High attention to detail and strong time management skills.
Strong communication and leadership skills.
Familiarity with CRM systems, finance/insurance software, and cloud-based tools (e.g., Zoho, Xero, Apply Online).
Tier 2 or Tier 1 General Insurance certification preferred (or willingness to obtain).

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